Key Points - Multiple listed companies in the Shanghai and Shenzhen markets released announcements on August 7, highlighting significant developments for investors [1] Group 1: Major Events - Zhongma Transmission clarified that its electric vehicle reducers are exclusively for electric vehicles and do not involve robotics, following a stock price surge of over 20% [1] - Buchang Pharmaceutical's subsidiary Luzhou Buchang signed an exclusive supply agreement with GOODFELLOW for the registration and distribution of a new drug in the Philippines, with financial details kept confidential [2] - Dao Technology entered a strategic cooperation agreement with Gongji Technology and Chip Pei Sen to collaborate on atomic-level scientific computing capabilities [3] - Furi Electronics reported that its subsidiary provides JDM/OEM services for service robots, contributing less than 1% to the company's total revenue despite a stock price increase of 46.44% [4] Group 2: Performance Reports - Shangwei New Materials reported a 12.5% increase in revenue to 784 million yuan for the first half of 2025, but net profit fell by 32.91% to 29.9 million yuan [5] - SMIC disclosed Q2 2025 revenue of $2.209 billion, up from $1.901 billion year-on-year, with a gross margin of 20.4% [6] - China Mobile announced a 5% year-on-year increase in net profit to 84.24 billion yuan for the first half of 2025, with operating revenue of 543.77 billion yuan [7] - Huahong Semiconductor reported Q2 2025 sales revenue of $566.1 million, a year-on-year increase of 18.3% [8][9] - Rongzhi Rixin achieved a 2063.42% increase in net profit to 14.24 million yuan for the first half of 2025, with revenue growth of 16.55% [10]

Core Viewpoint - The company, Daoshi Technology, has signed a strategic cooperation agreement with Shenzhen Gongji Technology Co., Ltd. and its affiliate Guangdong Chip Pei Sen Technology Co., Ltd. to focus on the new materials sector and artificial intelligence-driven research and development [1] Group 1: Strategic Cooperation - The agreement aims to leverage the strengths of all three parties in the field of AI4R&D and atomic-level scientific computing [1] - Daoshi Technology has established joint ventures and investments in companies that enhance its capabilities in material innovation and AI-driven research [1] Group 2: Technological Focus - The company is concentrating on innovations in materials, processes, and products, particularly in the AI4R&D domain [1] - Guangdong Chip Pei Sen has developed high-speed, low-power consumption servers, which will be integral to the collaboration on atomic-level scientific computing [1] Group 3: Infrastructure Development - The partnership will utilize Gongji Technology's expertise in the construction and operation of computing power centers, which are essential for the planned large-scale computing power center [1] - The collaboration is expected to deepen the engagement in the atomic-level scientific computing power business [1]

Core Insights - Dao's Technology (300409) announced a strategic cooperation agreement with Gongji Technology and its affiliate Chipenson on August 7 [1] - The collaboration focuses on deep cooperation in atomic-level scientific computing power business, leveraging each party's strengths in AI for R&D and computing power center operations [1] Company Developments - Dao's Technology has made significant investments in the AI for R&D sector and plans to establish a large-scale atomic-level scientific computing power center [1] - Gongji Technology is recognized for its capabilities in constructing and operating computing power centers, as well as its understanding of relevant policies and development trends [1] - Chipenson has developed high-speed, low-power consumption servers, which will be integral to the collaboration [1]